Opportunity management and major gift solicitation

Confidently manage the opportunities for raising funds for your organization, including the highly individualized process of developing major gifts.

With ClearView fundraising software’s opportunity management function, you can identify appropriate donors, and track, manage, and analyze your solicitations in progress. Often referred to as "moves management" by fundraisers, this is the set of activities that gift officers, solicitors, and leadership perform in a coordinated set of fundraising asks to a targeted list of prospects.

ClearView CRM fundraising software supports this process, allowing tracking of constituents as they mature from, for example, prospect to donor, or donor to major donor. It is designed to take the unpredictability out of major gift fundraising.